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Morgan Stanley — The Snyder-Ervin Group at Morgan Stanley — Investor Presentation (August 2020)
21 slides from Morgan Stanley's investor presentation, August 2020
Slide 1: The Snyder-Ervin Group at Morgan Stanley
The Snyder-Ervin Group at Morgan Stanley 410 Severn Avenue Building B, Suite 211 Annapolis, MD 21403 Main: 410.295.5869 Toll-Free: 888.645.5344 Fax: 410.295.5800 © 2020 Investments and services offered through Morgan Stanley Smith Barney LLC. Member . SIPC. CRC 2907536 08/2020
Slide 2: The Snyder-Ervin Group at Morgan Stanley
The Snyder-Ervin Group at Morgan Stanley Lisa Left to right: Mary, Tom, Jonathan, Katie, Jaime, Jim, Dan On board July 1, 2020 James R. Snyder Daniel R. Snyder Thomas C. Ervin Jonathan W. Steele Lisa M. Kittner CFP® CFP®, CIMA® CFP® CFP® Director Senior Vice President Senior Vice President Associate
Slide 3: Our mission
Snyder-Ervin Group Our mission is to help clients navigate the complexities of wealth management using teamwork, knowledge, experience, planning, and integrity. 2
Slide 4: Resources, Process, Services
Snyder-Ervin Group The Resources for Navigating Your Obstacles and Opportunities Resources A knowledgeable team backed by a strong and stable firm The Process to Help You Achieve Your Financial Goals Process Our investment philosophy and how it works The Services We Offer Services Custom portfolio d
Slide 5: Advisors: Jim Snyder
Resources Snyder-Ervin Group – Advisors Jim Snyder meets with clients to discuss objectives, strategies, guidelines, asset allocation, taxes, planning for retirement and estate planning issues. His specialty is working with clients entering retirement or in retirement with emphasis on protecting cur
Slide 6: Advisors: Tom Ervin
Snyder-Ervin Group – Advisors Tom Ervin works with clients, families, and businesses as their financial advisor customizing financial plans that reflect his clients’ goals and objectives. He evaluates their retirement plans, analyzes insurance coverage, provides college funding ideas, and assists wi
Slide 7: Advisors: Dan Snyder
Snyder-Ervin Group – Advisors Dan Snyder serves high net worth families and individuals to protect their assets and to identify appropriate opportunities for financial growth. His clientele includes business owners, executives, doctors, entertainment industry specialists, military personnel, success
Slide 8: Advisors: Jonathan Steele
Snyder-Ervin Group – Advisors Jonathan Steele works closely with clients in developing their financial plans and advises clients on their asset allocation, portfolio management, annuities, long-term care and life insurance.2 He also focuses on selecting and monitoring portfolio managers, mutual fund
Slide 9: Advisors: Lisa Kittner
Snyder-Ervin Group – Advisors Lisa Kittner Lisa Kittner joined the Snyder Ervin Group in July 2020. She is an accomplished twenty-six year industry veteran and has dedicated her entire investment career to guide individuals, mostly women and families, to meet and often surpass their financial goals.
Slide 10: Associates
Snyder-Ervin Group – Associates Jaime Pickett assists clients with account opening and maintenance, such as cash transfer transactions, IRA distributions, cost basis research, trade executions, documents and forms. She is Series 7 and 63 licensed. She and Katie assist Tom Ervin with corporate retire
Slide 11: Team Highlights
Snyder-Ervin Group – Team Highlights James Snyder Thomas Ervin Daniel Snyder Jonathan Steele CERTIFIED FINANCIAL Trusted Multi- PLANNERTM with over Generational professionals $750 million* in Team client assets Certified Corporate Retirement Director Client Investment Manager AnalystSM National Fami
Slide 12: Morgan Stanley
Snyder-Ervin Group – Morgan Stanley 11
Slide 13: Morgan Stanley
Snyder-Ervin Group – Morgan Stanley 12
Slide 14: Morgan Stanley
Snyder-Ervin Group – Morgan Stanley 13
Slide 15: Process: Our Four Guiding Principles
Process Snyder-Ervin Group Our Four Guiding Principles The Snyder-Ervin Group’s Consistent & Enduring Investment Beliefs We will continue to have bull and bear markets—these are the principles that guide our investment decisions in all markets Preserve Wealth Help Manage Costs and Customize Strategi
Slide 16: Discover, Create, Act, Adjust
Snyder-Ervin Group 4. ADJUST Achieving your goals requires vigilance and flexibility. We help you monitor your plan’s performance and make adjustments as life evolves, markets and tax laws shift, and priorities change. 3. ACT Next, we can help you implement investment, retirement, cash management an
Slide 17: Services
Services Snyder-Ervin Group Financial Planning Asset Aggregation Custom Portfolio Design LifeView® External Assets Aggregate Tool Goals-Based Planning Income Focused Access to Lending College Planning Growth Focused Services5 Volatility Focused Security-Based Lending Cybersecurity Socially Responsib
Slide 18: LifeView Financial Plan
Services Snyder-Ervin Group A wealth management strategy as individual as you are LifeView® Financial Plan The Morgan Stanley wealth management process begins with you, your investment objectives and your financial goals. Using a suite of tools that includes goal-specific analysis, the Snyder-Ervin
Slide 19: Disclosures
Disclosures Certified Financial Planner Board of Standards Inc. owns the certification marks CFP ®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S. which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification require
Slide 20: Disclosures
Disclosures 5 Access to Lending Services Security-based lending or Liquidity Access Line (“LAL”) is a loan/line of credit product offered by Morgan Stanley Private Bank, National Association, an affiliate of Morgan Stanley Smith Barney LLC. All LAL loans/lines of credit are subject to the underwriti
Slide 21: Disclosures
Disclosures 6Reserved Client Benefits Reserved | Living & Giving is a curated collection of Reserved partner offers and experiences, Morgan Stanley insights, lifestyle and Reserved partner content and philanthropic ideas. Our goal is to go beyond wealth management and help families learn, grow, shar
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